Deploy and configure Microsoft Dynamics 365 Business Central
Are you new to Business Central? If you are, this path will help you get started. It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central.
Prerequisites
- Basic understanding of Business Central, Microsoft 365, and Outlook
- Administrator rights in Business Central and Microsoft 365
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Modules in this learning path
Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.
Learn how to create and set up new companies efficiently in Business Central.
After creating a new company, you can migrate your data to Business Central.
Are you looking to move to the cloud and easily migrate to Business Central online? This module covers how you can use the built-in migration tools to migrate data to Business Central online from specific product versions.
Learn how to manage users and implement security in Business Central.
Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Business Central.
Learn how to integrate Business Central with Outlook to send email to your users.
Need to integrate Microsoft Dynamics 365 Business Central with Teams? This module gives you an overview of what you can do as developer to customize how to display Business Central data in Teams channels and chats. Business Central offers an app that connects Microsoft Teams to your business data in Business Central. So users can quickly share details with other team members and respond faster to inquiries.
You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.
This module uses the purchase order approval workflow as an example to show you how to use workflow templates that are included in Microsoft Dynamics 365 Business Central to create new approval workflows.